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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
OCG
701
Opus Capital Group
Ohio
$890K -$9.05K -200 -1%
HBT
702
Hills Bank & Trust
Iowa
$889K +$39.4K +870 +5%
NW
703
NewEdge Wealth
Pennsylvania
$889K +$840K +18,545 New
PTC
704
Philadelphia Trust Company
Pennsylvania
$872K -$36.7K -810 -4%
AIM
705
Achmea Investment Management
Netherlands
$870K
CAAS
706
Capital Asset Advisory Services
Michigan
$866K +$20.1K +443 +3%
CM
707
Capula Management
Cayman Islands
$855K +$807K +17,831 New
SIA
708
SeaBridge Investment Advisors
New Jersey
$848K +$801K +17,701 New
W
709
WealthStone
Ohio
$846K +$526K +11,621 +193%
ACWM
710
Adams Chetwood Wealth Management
North Carolina
$842K -$20.1K -444 -2%
TYCC
711
Texas Yale Capital Corp
Florida
$838K
CI
712
Conning Inc
Connecticut
$833K -$737K -16,273 -48%
WA
713
Wealth Alliance
New York
$831K +$17.2K +381 +2%
GAM
714
Gotham Asset Management
New York
$829K -$46.9K -1,036 -6%
FG
715
Fiduciary Group
Georgia
$824K -$70.8K -1,564 -9%
Vontobel Holding
716
Vontobel Holding
Switzerland
$824K +$705K +15,567 New
CFA
717
Camarda Financial Advisors
Florida
$818K +$772K +17,061 New
AA
718
Argent Advisors
Louisiana
$815K +$64.8K +1,431 +9%
VVP
719
Venture Visionary Partners
Ohio
$814K +$479K +10,580 +165%
OIA
720
Optimum Investment Advisors
Illinois
$812K +$39.8K +880 +5%
IWM
721
IHT Wealth Management
Illinois
$810K +$52.7K +1,164 +7%
MOS
722
MGO One Seven
Ohio
$809K -$148K -3,266 -16%
MWM
723
Modera Wealth Management
New Jersey
$797K +$29.5K +652 +4%
IMOV
724
Investment Management of Virginia
Virginia
$797K +$124K +2,743 +20%
BI
725
Ballast Inc
Kentucky
$793K -$39.2K -865 -5%